BB&T Investment Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

BB&T Investment Services’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$103K	Sell	1,164 -18	-2%	-$1.56K	0.02%	397
2017 Q3	$100K	Sell	1,182 -17	-1%	-$1.41K	0.02%	363
2017 Q2	$99K	Sell	1,199 -134	-10%	-$11K	0.02%	324
2017 Q1	$110K	Hold	1,333	–	–	0.04%	254
2016 Q4	$107K	Buy	+1,333	New	+$105K	0.08%	200

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GPW

GFS Private Wealth Clearwater, Florida $292M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BB&T Investment Services's AIVL Position: Q4 2017 in Review

BB&T Investment Services reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 1.5% in Q4 2017, selling an estimated $1.56K and leaving 1,164 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #397.

BB&T Investment Services first reported a position in AIVL in Q4 2016 and has held it in 5 quarters since. The position peaked at $110K in Q1 2017. 139 funds tracked by Wall St. Rank hold AIVL as of Q4 2017.

BB&T Investment Services held 1,164 shares of WisdomTree US AI Enhanced Value Fund worth $103K as of Q4 2017.
BB&T Investment Services sold 18 WisdomTree US AI Enhanced Value Fund shares in Q4 2017, an estimated $1.56K.
WisdomTree US AI Enhanced Value Fund made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #397 holding.
BB&T Investment Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2016 and has held it in 5 quarters since.
BB&T Investment Services's WisdomTree US AI Enhanced Value Fund position peaked at $110K in Q1 2017.
139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.